2 analysts only.
Unfortunately, as with previous calls, there is excitement of things to come yet it feels like groundhogs day each time I walk away from one of these cc’s.
Knowing they are cutting operating costs, signals to me at least they have realized that they can’t keep going back to the well and diluting shareholders. Good thing.
I do regret them using the word “imminent” for the Microsoft release (and they should have never used it). It’s been many months that we have heard that and it sounds like it still has a way to go yet.
Also, why are we not hearing more about Salesforce progress/integration? It was a two year effort and buildup to that release (we also hired Tal Golan from Salesforce) yet we are not hearing anything promising or seeing any real growth.
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